Estate planning at Athene
How to protect 13 Athene accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Customer Service
P.O. Box 1555, Des Moines, IA 50306-1555
Customer Service
P.O. Box 1555, Des Moines, IA 50306-1555
Death Benefit Claims
P.O. Box 1555, Des Moines, IA 50306-1555
Athene offers 13 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Managing beneficiaries at Athene is straightforward—changes can be made online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Athene has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 13 account types at Athene.
View details →When someone dies
Death claim process
9-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
MyAthene users can change beneficiaries online through their account at athene.com/myathene-login. Otherwise, download the Beneficiary Change Request form from athene.com/support/service-forms, complete it with your primary and contingent beneficiary information, and submit by mail or fax to 866-709-3922. You can also call 888-266-8489 to request the form. If the current beneficiary is irrevocable, that beneficiary must approve the change.
Yes. To name a trust as beneficiary, complete the Beneficiary Change Request form along with Athene's Trust Verification Form (both at athene.com/support/service-forms). The Trust Verification Form collects the trust name, trust date, EIN, and trustee information. Retitling a non-qualified annuity to trust ownership may trigger adverse tax consequences, so naming the trust as beneficiary is the standard approach for annuity estate planning. Consult a tax or estate planning attorney before retitling.
Sources
Data sourced from Athene primary sources (24 pages reviewed). How we research.
Customer Service
P.O. Box 1555, Des Moines, IA 50306-1555
Customer Service
P.O. Box 1555, Des Moines, IA 50306-1555
Death Benefit Claims
P.O. Box 1555, Des Moines, IA 50306-1555
Estate planning articles
Learn how to protect your Athene accounts and other assets with trusts, beneficiary designations, and estate planning documents.
